Filed June 7, 2014 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $425 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,354 | $43,423+372.9% | $78,689+161.0% | $55,167+272.2% |
| Participation rate | 99.1% | 68.0%+31.0pp | 73.6%+25.5pp | 69.0%+30.1pp |
| Annual return | 8.65% | 11.53%-2.9pp | 62.18%-53.5pp | 169.23%-160.6pp |
| Employer contribution / active EE | $9,957 | $1,997+398.6% | $2,851+249.3% | $1,963+407.3% |
| Participant deferral / active EE | $8,544 | $2,509+240.6% | $3,517+142.9% | $3,054+179.7% |
| Admin fee / account holder | $2 | $416-99.6% | $4,510-100.0% | $504-99.7% |